Machinery Industry Research Report: Military Industry to Rise

The point of the investment:

On January 20, market performance solstice on January 26, the week before market steadily rebound, but trading atmosphere is not active. Among them, the machinery, military industry are closed to rise, up 3.37% and 3.67% respectively, beat the csi 300 index 1.64% and 1.94%. From the perspective of the performance of each section within industry, fossil energy mechanical plate for the strong trend, up 5.90%, led by industry. At the same time, refrigeration and air compressor equipment and shipbuilding and port equipment sector also did better, rose 4.63% and 4.52%, respectively, after close; The heavy machinery sector is underperforming, down 3.60%, for the only fall plate in the industry.

From the perspective of the size of individual stocks, the people to join the army mark yolo successive harden, gained 37.48%, led by industry. At the same time, lijun co and shaft research science and technology is strong, rose 34.52% and 22.72%, respectively, after close; And the continuous loss and the cap with China or continuous decline, down 13.16%, ranked at the bottom of the industry.

View this week

Week before the market overall atmosphere preference, but trading is not active; Machinery industry is also steadily rebound, still is a hot spot in recent market. From machinery industry stocks according to preliminary results released, though the industry profitability is still at historically low levels, but on the whole has appeared signs of stabilisation, we maintain the industry "neutral" rating. Into 2017 years later, in the central push to change the background, the ship in the field of mixed change is expected to be the first to be born, the Chinese group to mix the pilot implementation plan in the near future or will reply. The ship as a leading enterprise of our country's shipping industry, consolidation expectations rising, especially in the area of asset securitization but also has enormous potential. In addition, the central set up "the central committee" civil-military integration development, marked the strategic intention of "civil-military integration" has been further strengthened, "people join the army" related stocks could usher in a new development opportunity. This week stock pool recommendation: China defense, HuaZhou emergency, steel structure engineering, the ocean of long and yolo CARDS.